New Orleans
In the financial industry, data privacy, system uptime, and regulatory compliance are non-negotiable. Whether you're managing wealth portfolios, processing loans, or overseeing firm operations, you can't afford a second of downtime—or a single vulnerability. Ener Systems delivers IT services for financial firms in New Orleans that are fast, secure, and tailored to the strict standards of your industry.
For over 29 years, we've supported the technology needs of financial advisors, CPAs, lenders, and firms across St. Tammany, Jefferson, and Orleans Parishes. Our custom approach means you get more than a helpdesk—you get a strategic partner that protects your business and enhances your productivity.
Services
Our IT Services
We deliver business-critical IT solutions designed to protect your operations, support your growth, and eliminate downtime. Whether you're a construction firm, contractor, or a compliance-driven organization, our services are built to work the way your business does: fast, secure, and reliable.
Cybersecurity Services
Get true end-to-end protection against today's evolving threats. From firewalls and endpoint protection to email filtering and employee training, our cybersecurity stack is built around your workflows—so you're always secure without compromising productivity.
Managed IT Services
Our all-inclusive managed IT services provide ongoing support, monitoring, patching, and issue resolution—so you can focus on building your business, not fixing tech problems. We prevent issues before they impact your productivity.
Co-Managed IT Services
For companies with internal IT staff, our co-managed services offer the perfect partnership. We provide additional tools, advanced expertise, and scalable support—helping your team focus on strategic initiatives without burning out on daily support tickets.
Cloud Services
We help businesses transition to the cloud with purpose. From secure file sharing and scalable storage to cloud-based infrastructure and app hosting, our cloud solutions are designed to improve performance, boost mobility, and cut costs.
Phone Systems
Our phone solutions deliver enterprise-quality voice systems at a fraction of the cost of traditional phone lines. We handle design, implementation, call routing, and support—ensuring clear, reliable communication no matter where your team works.
Microsoft 365 Services
We make Microsoft 365 work harder for your business. From email migration to Teams collaboration and SharePoint optimization, we manage your licenses, support your users, and secure your Microsoft environment from end to end.
Business Video Surveillance Systems
Our surveillance systems go beyond basic camera installs. We provide intelligent, high-resolution video monitoring tailored for commercial environments, job sites, and high-risk areas—complete with real-time alerts, remote access, and secure footage storage.
Disaster Recovery Planning
Disasters don't wait—and neither do we. Our disaster recovery services ensure that critical data, applications, and systems are backed up and recoverable quickly, so you can bounce back from any event without extended downtime or data loss.
IT Compliance Services
Whether you're facing regulatory audits or client security requirements, we ensure your IT environment is aligned with the latest compliance standards. We help you identify gaps, implement controls, and document your compliance posture with confidence.
CMMC Compliance Services
We help defense contractors and subcontractors meet Cybersecurity Maturity Model Certification (CMMC) requirements through detailed assessments, gap remediation, and ongoing support—ensuring eligibility for Department of Defense contracts.
HIPAA Compliance Services
We partner with healthcare organizations to design, implement, and manage IT environments that fully support HIPAA compliance. From secure data access controls to audit trail management, we simplify the path to protecting patient information.
AI Strategy & Enablement
Unlock real ROI from AI with custom strategies designed for small to mid-sized businesses. Ener Systems helps you streamline operations, automate workflows, and integrate AI securely into your existing systems—without the complexity or risk.
FAQs
Frequently Asked Questions About IT Services for Financial Firms
Do you handle SEC, FINRA, and state-level financial services compliance?
Yes. We deliver the technical controls and the documentation: encrypted email archiving with proper retention (Rule 17a-4 for FINRA), supervised social media tools, audit logs of system access, BAA-equivalent vendor agreements where applicable, disaster recovery testing with documentation, and the access control granularity that satisfies regulatory exams. We coordinate with your compliance officer during routine SEC/FINRA exams.
Can you support specific platforms — Redtail, Salesforce Financial Services Cloud, Wealthbox?
Yes. We support Redtail, Wealthbox, SmartOffice, Salesforce Financial Services Cloud, Junxure, and other CRM platforms for financial advisors. Plus financial planning software (eMoney, NaviPlan, MoneyGuidePro, RightCapital), portfolio management (Black Diamond, Orion, Tamarac), trading platforms, and the integration between them. We don't sell you a platform — we help you run the stack you have.
How do you handle client data security for high-net-worth advisor practices?
Stronger-than-typical security controls: full-disk encryption, MFA on every login, conditional access policies, endpoint detection (EDR), network segmentation isolating client data, audit logging with monthly review, encrypted email archiving with proper retention, and BAA-equivalent vendor agreements with everyone who touches data. Plus operational discipline — minimal-access principle, regular access reviews, documented procedures, tested incident response.
Can you integrate with custodian platforms — Schwab Advisor Services, Fidelity Institutional, Pershing, TD Ameritrade?
Yes. We support data feeds between custodians and your CRM/portfolio management software, secure document exchange, single sign-on where supported, and the operational integration that lets your team work efficiently across systems. Custodian relationships have specific security requirements we satisfy.
What does Reg S-P (Privacy of Consumer Financial Information) compliance involve?
Reg S-P requires written privacy policies, opt-out provisions for non-public information sharing, safeguards rule (administrative, technical, physical) compliance. Technical controls: data encryption, access controls, secure disposal procedures, vendor management with privacy obligations. We deliver both the technical controls and policy documentation. New 2024 amendments added incident response notification requirements which we incorporate.
How do you prevent BEC attacks targeting financial advisor wire transfers?
BEC targeting client wire transfers is the #1 cyber threat for advisor practices — attackers impersonate clients to redirect distributions or transfers. Our controls: MFA on all email, anti-spoofing enforcement (SPF/DKIM/DMARC), required out-of-band verification for any wire instruction changes (verified callback procedures), training on detection, and clear policies on what wire requests require which verification steps. We've helped clients reduce BEC exposure to near-zero.
Do you support solo advisors and small RIAs, or only larger firms?
Both. We have solo advisor clients and RIAs with 30+ advisors. Solo-advisor tier delivers full security and compliance at $400-$800/month; mid-size RIA engagements run $2,500-$6,000/month depending on complexity. The compliance work doesn't scale down (FINRA expectations don't change based on AUM), so solo advisors actually benefit MORE from outsourced IT than larger firms with internal staff.
How do you handle business continuity for a financial advisory practice — both regulatory and practical?
Regulatory BCP requirements (FINRA Rule 4370, SEC Rule 206(4)-7): documented written plan, tested annually, addresses key person succession, vendor disruptions, technology failures, and natural disasters. Practical: cloud-first architecture so the office isn't required, tested run-from-anywhere protocols, redundant communications, advisor mobility through encrypted laptops. We deliver both the BCP documentation and the actual operational capability.
Our Trusted IT Partners
Less Stress, Competitive Pricing, Great Relationship
President,
Covington, LA
No Longer Worrying About IT Issues
Owner,
Covington, LA
Always delivers as promised!
New Orleans, LA
Professional, Timely, and Affordable
Executive Director,
New Orleans, LA
Ener Systems has been an exceptional partner for our business
Rene and his team have been a tremendous support to our business.
A True IT Partner That Keeps Us Running Smoothly
Covington, LA
Ener Systems consistently delivers the prompt and expert service we need
Longtime Client, Longtime Benefit
Exec. VP Engineering,
Covington, LA
You ALWAYS provide us with excellent service.
General Manager
Covington, LA
I highly recommend you add them to your team
President
Covington, LA
Always looking out for my best interest...
Marrero, LA
Thank you...
Founder and Principal,
New Orleans, LA
Above and Beyond Customer Service
Corporate Affairs Manager,
Covington, LA
Ener Systems has it all under control...
M.D.
Great Service that Saves Time and Money
Vice President, Certified Finance & Insurance, Madisonville, LA
Madisonville, LA
Placing High Value On Safety And Security
General Manager,
Covington, LA
ENER has provided significant support for our organization
Taking the best care of our valuable data...
Kenner, LA
I certainly have no qualms about recommending them...
Kenner, LA
One of the Best Business Decisions I Have Made
President,
Pear River, LA
They handle every request with expertise and professionalism
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